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Picture this: you and your spouse are approaching retirement. The kids are moved More
2023 kicked off better than we anticipated, with healthy numbers across the boar More
Catch January's Quarterly Conversation on video! In the first quarter of 2023, More
Catch October’s Quarterly Conversation on video! We'll recap themes from our m More
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: More
Post by David A. Emery, CFP®, CDFA® We talk a lot about the importance of hav More
Like many other facets of your life, your financial situation will likely change More
Post by David A. Emery, CFP®, CDFA® When it comes to divorce, the question of More